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Financial Planning Associate

2 months ago

Bismarck, North Dakota, United States NYL - North Dakota General Office Full time
Position Overview

We are looking for a knowledgeable financial consultant to support our clients in crafting and executing plans to meet their financial aspirations. The successful candidate will possess a Bachelor's degree in finance or a related field, a strong history of fostering enduring advisory relationships, and outstanding communication abilities.

Compensation:

$105,000 at Plan Commission

Key Responsibilities:
  • Develop tailored financial strategies for clients considering potential life transitions and evolving financial requirements.
  • Deliver exceptional service to current clients; maintain detailed records of interactions, including strategies and financial guidance provided.
  • Assist clients in executing financial recommendations such as insurance policies, savings programs, mutual funds, and other financial instruments.
  • Conduct research and offer financial advice and strategies that align with clients' risk tolerance and financial goals.
  • Collect and analyze each client's financial data to assess their financial condition, cash flow, objectives, and expectations.

Ideal Candidate Profile:

We seek individuals who aspire to make a significant difference in the financial health of individuals, families, and small enterprises. This role transcends mere sales; it offers a meaningful career with growth potential. You will provide reassurance to clients while guiding them through complex financial challenges, such as retirement planning and educational savings. As a financial advisor, you will witness the positive effects of your contributions over time, growing both personally and professionally alongside your clients.

Required Qualifications:
  • Comprehensive understanding of the financial sector, financial products, industry best practices, and tax laws is essential.
  • Strong mathematical aptitude, interpersonal skills, communication proficiency, and customer service excellence are critical.
  • Familiarity with software tools including MS Office, Google Suite, CRM platforms, and financial planning applications is preferred.
  • Ability to cultivate personal relationships with clients and assist them in achieving their financial objectives.
About NYL - North Dakota General Office

At NYL - North Dakota General Office, our financial professionals are dedicated to helping clients safeguard their income, maintain wealth, and establish financial legacies. Many of our top-performing advisors come from backgrounds in education, healthcare, and other nurturing professions.

We Offer:

  • Retirement Plan
  • 401(k) Savings Plan
  • Health Coverage
  • Income Protection
  • Training
  • License reimbursement
  • Hybrid Position